Do you want to learn how to import and export data? And also keep your dataset clean? In this training we will teach you how best to manage data in Salesforce.

A CRM is basically a big bucket of data that you want it to be complete, clean and structured. But how do you do that? In this training we teach you how to import and export data, how to structure the creation of records and objects and how to avoid contamination such as duplicate records. Depending on your level, we will teach you how to set up weekly backups or how to build data models and manage API connections.

After this training:

  •      Understand Salesforce's data model
  •      Know how to import and export a dataset
  •      Can you read an SQL query
  •      Are you familiar with Salesforce objects, reports and dashboards
  •      Do you know how to set up weekly backups
  •      Can you build data models and manage API connections (advanced)

This training is given by

Bram: As a Salesforce Consultant, I mainly focus on optimizing Sales and Service Cloud, Field Service Lightning. What I like is that no Salesforce environment is the same so a standard solution does not always exist. This makes that I have to come up with a creative solution, which I prefer to develop in such a way that you can use it more often.